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Magnificent 7 INDIA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


ADANIENT.NS 14.29%BAJAJFINSV.NS 14.29%INFY.NS 14.29%HINDUNILVR.NS 14.29%RELIANCE.BO 14.29%TATASTEEL.NS 14.29%TCS.NS 14.29%EquityEquity

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Magnificent 7 INDIA, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced every 3 months.


200.00%400.00%600.00%800.00%1,000.00%1,200.00%1,400.00%December2025FebruaryMarchAprilMay
1,310.70%
352.18%
Magnificent 7 INDIA
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is May 26, 2008, corresponding to the inception date of BAJAJFINSV.NS

Returns By Period

As of May 3, 2025, the Magnificent 7 INDIA returned 0.88% Year-To-Date and 22.64% of annualized return in the last 10 years.


YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500
-3.31%5.38%-0.74%10.90%14.93%10.61%
Magnificent 7 INDIA0.88%2.03%-6.38%-1.69%31.32%23.04%
ADANIENT.NS
Adani Enterprises Limited
-8.50%-4.02%-22.87%-24.60%74.43%33.88%
BAJAJFINSV.NS
Bajaj Finserv Limited
25.78%2.90%10.32%18.71%29.98%26.69%
INFY.NS
Infosys Limited
-19.41%1.60%-15.15%7.92%17.95%11.44%
HINDUNILVR.NS
Hindustan Unilever Limited
0.73%4.42%-8.83%4.47%1.48%9.20%
RELIANCE.BO
Reliance Industries Limited
17.99%14.86%5.29%-2.18%15.00%19.37%
TATASTEEL.NS
Tata Steel Limited
3.14%-7.31%-6.48%-14.94%40.62%15.00%
TCS.NS
Tata Consultancy Services Limited
-13.60%2.09%-12.69%-9.16%12.25%10.05%
*Annualized

Monthly Returns

The table below presents the monthly returns of Magnificent 7 INDIA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.77%-7.29%7.92%-0.18%0.25%0.88%
20242.30%3.05%-2.17%-1.51%1.10%5.25%5.02%0.41%2.39%-9.35%-3.56%-3.35%-1.39%
2023-3.54%-10.69%1.24%1.13%6.88%3.29%4.15%-2.56%0.41%-2.90%4.87%8.18%9.29%
2022-2.50%-1.74%8.47%-1.80%-7.60%-6.64%13.55%5.81%-4.59%0.73%8.21%-5.13%4.35%
2021-1.09%12.19%12.49%4.60%9.40%4.39%3.24%13.64%-2.38%-4.25%-1.24%3.49%67.10%
20200.78%-5.50%-23.31%10.46%-3.33%11.97%15.46%11.50%1.28%2.65%17.51%11.83%53.61%
2019-2.29%-0.12%7.26%3.15%1.06%1.14%-6.54%-2.00%5.90%6.54%1.88%2.37%18.94%
20187.44%-4.01%-7.52%7.92%-2.14%0.54%18.85%2.57%-5.61%-4.71%9.60%-0.04%21.65%
20175.17%12.89%6.28%0.86%4.63%2.36%10.83%2.11%-5.48%8.67%3.50%6.73%75.01%
2016-5.82%-7.49%17.71%4.27%-4.94%6.11%4.84%-0.40%-0.41%1.40%-5.30%2.93%10.87%
201511.22%1.41%-5.94%-1.03%2.14%-6.86%0.91%-8.75%1.59%6.71%-4.92%4.96%-0.50%
2014-5.57%2.23%13.07%1.58%8.83%3.94%2.68%3.71%-1.32%2.53%0.66%-4.45%29.95%

Expense Ratio

Magnificent 7 INDIA has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.


The portfolio doesn't include any funds that charge management fees.

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of Magnificent 7 INDIA is 4, meaning it’s performing worse than 96% of other portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of Magnificent 7 INDIA is 44
Overall Rank
The Sharpe Ratio Rank of Magnificent 7 INDIA is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of Magnificent 7 INDIA is 33
Sortino Ratio Rank
The Omega Ratio Rank of Magnificent 7 INDIA is 33
Omega Ratio Rank
The Calmar Ratio Rank of Magnificent 7 INDIA is 44
Calmar Ratio Rank
The Martin Ratio Rank of Magnificent 7 INDIA is 44
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The chart of Sharpe ratio for Portfolio, currently valued at -0.14, compared to the broader market-4.00-2.000.002.004.00
Portfolio: -0.14
^GSPC: 0.67
The chart of Sortino ratio for Portfolio, currently valued at -0.06, compared to the broader market-6.00-4.00-2.000.002.004.00
Portfolio: -0.06
^GSPC: 1.05
The chart of Omega ratio for Portfolio, currently valued at 0.99, compared to the broader market0.400.600.801.001.201.401.60
Portfolio: 0.99
^GSPC: 1.16
The chart of Calmar ratio for Portfolio, currently valued at -0.11, compared to the broader market0.002.004.006.00
Portfolio: -0.11
^GSPC: 0.68
The chart of Martin ratio for Portfolio, currently valued at -0.22, compared to the broader market0.005.0010.0015.0020.0025.00
Portfolio: -0.22
^GSPC: 2.70

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
ADANIENT.NS
Adani Enterprises Limited
-0.57-0.510.91-0.51-0.97
BAJAJFINSV.NS
Bajaj Finserv Limited
0.781.281.160.711.87
INFY.NS
Infosys Limited
0.270.521.070.200.62
HINDUNILVR.NS
Hindustan Unilever Limited
0.190.431.050.130.23
RELIANCE.BO
Reliance Industries Limited
-0.18-0.090.99-0.14-0.24
TATASTEEL.NS
Tata Steel Limited
-0.48-0.490.94-0.45-0.82
TCS.NS
Tata Consultancy Services Limited
-0.45-0.530.94-0.33-0.82

The current Magnificent 7 INDIA Sharpe ratio is -0.14. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 0.55 to 1.09, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests that it may not be performing as well in terms of risk-adjusted returns compared to many other portfolios. The lower performance could be due to either lower returns, higher volatility, or a combination of both. This might indicate that the portfolio requires some fine-tuning. You can use the Portfolio Optimization tool to find an allocation that maximizes the Sharpe ratio.

Use the chart below to compare the Sharpe ratio of Magnificent 7 INDIA with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
-0.14
0.67
Magnificent 7 INDIA
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

Magnificent 7 INDIA provided a 1.67% dividend yield over the last twelve months.


TTM20242023202220212020201920182017201620152014
Portfolio1.67%1.31%1.42%1.40%0.93%0.97%1.31%1.23%1.17%1.49%1.71%1.43%
ADANIENT.NS
Adani Enterprises Limited
0.06%0.05%0.04%0.03%0.06%0.21%0.19%0.25%0.44%0.96%3.08%1.88%
BAJAJFINSV.NS
Bajaj Finserv Limited
0.05%0.06%0.05%0.03%0.01%0.03%0.01%0.01%0.02%0.03%0.04%0.07%
INFY.NS
Infosys Limited
3.25%2.60%2.30%2.15%1.59%1.71%3.08%3.38%2.66%2.50%0.90%0.00%
HINDUNILVR.NS
Hindustan Unilever Limited
1.85%1.85%1.50%1.41%1.36%1.57%1.25%1.15%1.32%2.00%1.80%1.78%
RELIANCE.BO
Reliance Industries Limited
0.35%0.41%0.35%0.31%0.30%0.33%0.43%0.54%0.60%0.97%0.99%1.07%
TATASTEEL.NS
Tata Steel Limited
2.55%2.61%2.58%4.52%2.25%1.56%2.76%1.92%1.37%2.05%3.09%2.51%
TCS.NS
Tata Consultancy Services Limited
3.60%1.61%3.08%1.38%0.94%1.40%1.48%1.37%1.78%1.92%2.09%2.70%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-15.81%
-7.45%
Magnificent 7 INDIA
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Magnificent 7 INDIA. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Magnificent 7 INDIA was 41.20%, occurring on Mar 23, 2020. Recovery took 100 trading sessions.

The current Magnificent 7 INDIA drawdown is 15.81%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.2%Feb 20, 202021Mar 23, 2020100Aug 18, 2020121
-28.47%Feb 22, 2012382Aug 28, 201368Dec 6, 2013450
-26.34%Mar 4, 2015235Feb 12, 2016236Jan 27, 2017471
-23.33%Sep 27, 2024133Apr 7, 2025
-20.71%Dec 2, 202281Mar 28, 2023177Dec 14, 2023258

Volatility

Volatility Chart

The current Magnificent 7 INDIA volatility is 7.92%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
7.92%
14.17%
Magnificent 7 INDIA
Benchmark (^GSPC)
Portfolio components

Diversification

Diversification Metrics


Number of Effective Assets
1.002.003.004.005.006.007.00
Effective Assets: 7.00

The portfolio contains 7 assets, with an effective number of assets of 7.00, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

^GSPCHINDUNILVR.NSTCS.NSINFY.NSBAJAJFINSV.NSADANIENT.NSTATASTEEL.NSRELIANCE.BOPortfolio
^GSPC1.000.140.150.150.140.140.180.180.22
HINDUNILVR.NS0.141.000.290.280.290.230.240.310.49
TCS.NS0.150.291.000.580.250.220.250.300.55
INFY.NS0.150.280.581.000.280.250.270.300.57
BAJAJFINSV.NS0.140.290.250.281.000.380.390.390.65
ADANIENT.NS0.140.230.220.250.381.000.460.410.72
TATASTEEL.NS0.180.240.250.270.390.461.000.430.69
RELIANCE.BO0.180.310.300.300.390.410.431.000.65
Portfolio0.220.490.550.570.650.720.690.651.00
The correlation results are calculated based on daily price changes starting from Jan 3, 2012